+2,683.6%
MUU price history and return analytics
+38.6%
+2,645.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +9.1% |
| 7D | +15.0% | -0.1% | +15.2% | +15.5% |
| 30D | +36.8% | -0.7% | +37.5% | +42.8% |
| 3M | -8.5% | +4.0% | -12.5% | -15.1% |
| 6M | +320.7% | +12.3% | +308.4% | +196.5% |
| YTD | +599.7% | +14.0% | +585.7% | +375.1% |
| 1Y | +2,569.2% | +20.3% | +2,548.9% | +1,431.3% |
| All | +2,683.6% | +38.6% | +2,645.0% | +1,032.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling